Crossmark Global Holdings’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Crossmark Global Holdings’s Portfolio TDV Stock Details TDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,985	Closed	-$1.04M	–	1314
2025 Q3	$1.04M	Buy	11,985 +17	+0.1%	+$1.44K	0.02%	616
2025 Q2	$996K	Sell	11,968 -308	-3%	-$23.2K	0.02%	611
2025 Q1	$893K	Buy	+12,276	New	+$942K	0.02%	650

Other funds holding TDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crossmark Global Holdings's TDV Position: Q4 2025 in Review

Crossmark Global Holdings sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q4 2025, closing a stake of 11,985 shares — an estimated $1.04M sold.

Crossmark Global Holdings first reported a position in TDV in Q1 2025 and held it in 3 quarters. The position peaked at $1.04M in Q3 2025. 75 funds tracked by Wall St. Rank hold TDV as of Q4 2025.

Crossmark Global Holdings reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 11,985 ProShares S&P Technology Dividend Aristocrats ETF shares in Q4 2025, an estimated $1.04M.
Crossmark Global Holdings first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $1.04M in Q3 2025.
75 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.